Catch budget overages 5 days earlier and save 4 hours/week on manual spend reconciliation.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
This workflow pulls your actual ad spend data and your client billing records into Metabase so you can see in real time if any client is close to their monthly budget cap. You catch overages before they happen instead of explaining them after. It saves you from awkward client conversations and protects your margins.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online data to Metabase as a data source
Step 2: Import your ad platform spend exports into Metabase via CSV or direct connection
Step 3: Build a dashboard in Metabase showing billed amount vs. actual spend per client
Step 4: Set a Metabase alert to notify you when spend hits 80% of the client's budget
Step 5: Share the dashboard link with your account managers
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